Connecticut Wealth Management

Connecticut Wealth Management focuses on offering independent guidance to our clients, from establishing goals to developing a plan to help take them there. Unlike other firms that have products to sell, our advisors offer objective advice through a fee-based structure. Our industry leading client-to-advisor ratio allows us to immerse ourselves in our clients' entire financial landscape and deliver personalized service. Many of our clients have diverse assets in multiple locations, which can make it challenging to understand where they stand at any moment in time. To better manage their portfolio, we offer our clients access to eMoney, a secure, online tool that tracks and automatically updates relevant investment information on a daily basis and allows you to view all of their assets at a glance. Whether or not Connecticut Wealth Management manages all of your assets, we make it possible to monitor and actively manage your overall wealth as you look to the future. Ultimately we aim to have not only a professional relationship, but a personal relationship with our clients. These relationships, based on trust, have our clients feeling comfortable knowing that we care about them, their family and provide honest counsel.